Laurie A. Gilligan1 and Patricia S. Muir, Oregon State University, Department of Botany and Plant Pathology, 2082 Cordley Hall, Corvallis, Oregon 97331 Stand Structures of Oregon White Oak Woodlands, Regeneration, and Their Relationships to the Environment in Southwestern Oregon Abstract Although Oregon white oak (Quercus garryana) woodlands are a characteristic landscape component in southwestern Or- egon, little is known about their current or historical stand structures. Meanwhile, fuel reduction thinning treatments that change stand structures in non-coniferous communities are ongoing and widespread on public lands in this region; some of these treatments also have restoration objectives. Managers need baseline information on which to base prescriptions that have a restoration focus. We inventoried 40 Oregon white oak dominated woodlands across two study areas in southwestern Oregon, and describe here their stand characteristics and age structures. We assessed whether these varied systematically with site conditions or recorded fire history. Stands included various proportions of single- and multiple-stemmed trees and a range of tree densities and diameter- and age-class distributions. Variables that may indicate site moisture status were weakly associated with multivariate gradients in stand structure. Peak establishment of living Oregon white oaks generally occurred during 1850-1890, sometimes occurred in the early 1900s, and recruitment rates were low post-fire suppression (~1956). Recruitment of sapling-sized oak trees (<10 cm diameter at breast height, q 1.3 m tall) was generally low and their ages ranged from 5 to 164 yr; they were not necessarily recent recruits. The observed wide range of variability in stand characteristics likely reflects the diversity of mechanisms that has shaped them, and suggests that a uniform thinning approach is unlikely to foster this natural range of variability. Introduction support for both long term oak woodland perpetuation and for transitions in vegetation cover from prairie, Woodlands dominated by Oregon white oak (Quercus savanna, and shrubs (occasionally with scattered, open garryana, also known as Garry oak) are characteristic grown conifers) towards woodland and from woodland of southwestern Oregon (Franklin and Dyrness 1973), towards conifer-domination (e.g., Hickman 2005, Hosten yet their history and successional dynamics are largely unknown, challenging to study, and subject to debate et al. 2007b). To further complicate understanding of (Agee 1993, Hosten et al. 2006). Some woodlands may oak woodland history and dynamics, relatively recent be naturally occurring ecotones between mixed conifer anthropogenic disturbances and vegetation succession forests and more xeric ecosystems such as grasslands, can mask effects of Native American management shrublands, or savanna (Wilson and Carey 2001, Hosten practices such as burning, acorn collection, pruning, et al. 2006). In these, variations in Oregon white oak and cutting (McCarthy 1993, Boyd 1999). canopy cover and distribution are caused by disturbances, In addition to being characteristic landscape compo- successional dynamics, and environmental factors such nents, Oregon white oak ecosystems are valued because as edaphic limitations (Stein 1990, Murphy 2008). they support unique habitats, extraordinary biodiversity, Dense oak woodlands in particular may be the product and many species-at-risk (Whittaker 1960, Chiller et of decades of fire suppression that permitted atypically al. 2000, Fuchs 2001). However, many Oregon white dense tree ingrowth into historical prairie or savanna oak communities across the species’ range from British (Thilenius 1968, Fritschle 2008). In the absence of Columbia to northern California are declining and at fire, fuel loads may be unusually high, and may pose risk of local extirpation without active management, an increased risk of uncharacteristically high severity due to anthropogenic influences and regeneration wildfire and conversion to a state that will not favor the difficulties (Muick and Bartolome 1987, Thysell and long-term persistence of Oregon white oak populations Carey 2001, Gedalof et al. 2006). Concern about the (Reed and Sugihara 1987). Historical records provide decline of these valuable and threatened ecosystems has prompted woodland restoration efforts based on a model 1Author to whom correspondence should be addressed. Email: of assumed pre-European settlement stand structures, [email protected] which were presumably heavily affected by a Native Northwest Science, Vol. 85, No. 2, 2011 141 © 2011 by the Northwest Scientific Association. All rights reserved. American influenced regime of frequent low-severity white oak woodlands and can inform the development fires that left widely-spaced trees (USDI 1998). of regionally-specific models for their management. On southwestern Oregon public lands, fuels reduction Study Area treatments that remove shrubs and smaller diameter trees alter the current structure of oak woodlands. These Our study took place within the interior valleys and treatments are often driven by the dual-directive to re- foothills of two areas in southwestern Oregon’s Jackson duce the threat of severe wildfire in the wildland-urban County: Butte Falls Resource Area and the Applegate interface and accomplish restoration (USDI 2007). To Valley within the Medford BLM district’s Ashland evaluate whether the fuels treatments are likely to Resource Area (Figure 1). These study areas are located restore historical oak woodland stand structures, however, more information is needed on their historical and current structures and the factors that influence them. Investigations of factors that influence non-coniferous stand structures, however, have largely been concentrated in regions other than southwestern Oregon (e.g., Tveten and Fonda 1999, Erickson 2002, Dun- widdie et al. 2011), or have focused primarily on relationships between the environment and plant associations rather than on stand structures and their drivers (Riegel et al. 1992, Atzet et al. 1996, Pfaff 2007a). To inform management and restoration objectives for Oregon white oak woodlands in southwestern Oregon, baseline data on current stand structures and regeneration status are required. The primary objectives of this study were to characterize oak woodland stand structures in southwestern Oregon, assess which environmen- tal and disturbance factors are related to those structures, and investigate apparent changes in structure over time by examining tree age and size distributions. We posed five specific ques- tions: (1) What tree and stand structures charac- terize Oregon white oak-dominated woodlands and how do these vary over the landscape? (2) Do current stand structures relate systematically to environmental conditions? (3) Are stand structures and age structures related and, if so, how? (4) What is the status of Oregon white oak regeneration in the sampled stands and does it vary systematically with environmental condi- tions? (5) Do age and size distributions suggest that disturbance regimes in oak woodlands changed after European settlement or after fire suppression? We provide new information on the condition, environmental associations, and Figure 1. Study area in Jackson County, southwestern Oregon. Study sites history of Oregon white oak populations in a are represented by circles and are located in Applegate Valley of the little studied portion of their range. Results Ashland Resource Area and in the Butte Falls Resource Area, on fill fundamental gaps in knowledge of Oregon USDI BLM land. 142 Gilligan and Muir in the biologically diverse Klamath-Siskiyou ecoregion, The Applegate and Butte Falls study areas were and host a patchy mosaic of plant community types chosen to investigate similarities and differences among ranging from conifer-dominated, to oak savannas and oak woodlands across a range of site conditions in woodlands, chaparral, and grassy openings (Hosten et southwestern Oregon and to expand upon previous al. 2006). The regional vegetation zone is classified as vegetation studies in non-coniferous ecosystems within Interior Valley pine-oak-Douglas-fir (Pinus-Quercus- the region’s wildland-urban interface (e.g., Hosten et Pseudotsuga) (Franklin and Dyrness 1973). The climate al. 2007b, Pfaff 2007a, Perchemlides et al. 2008, Sikes is temperate Mediterranean with cool, moist winters and Muir 2009, Duren and Muir 2010). Study sites and warm, dry summers. were spread over a 68 x 53 km area. Native Americans inhabited this area for thousands The Applegate Valley study sites are located in and of years prior to Euro-American settlement. Following around the unincorporated community of Ruch (42°14` settlement, an array of novel anthropogenic disturbances N, 123°2` W). Long-term mean annual temperature such as mining, grazing, farming, and introduction of is 11.5 °C and mean annual precipitation is 646 mm exotic species occurred. Although site-specific histori- (Western Regional Climate Center [WRCC] 2009). Butte cal data on most individual disturbances are lacking, Falls sites are near the city of Shady Cove (42°32` N, temporal patterns in oak recruitment in the overall 123°33` W). Long-term mean annual temperature from study area may have been particularly affected by the the closest weather station (Lost Creek Dam) is 11.5 following events. Completion of the Applegate Trail °C and mean annual precipitation is 853 mm (WRCC in 1846 opened a passage for steady Euro-American 2009). Several soil types